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Karen Reid

14 Years of Experience
Washington, DC
Broker

Karen Reid is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1775 I Street, North West, Suite 200, Washington, DC, 20006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Karen works as a cashier at Wegmans, a wholesale/distribution company, providing customer service. This activity takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
May 2015 - Present · 11 yrs
Previous Registrations
RBC Capital Markets, LLCBroker
November 2011 - June 2015 · 3 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.